NEW Vacancy – Concierge Service Consultant

We need a

Concierge Service Consultant

to join our Client Services team

(October 2024)

Skills
The aptitude to work efficiently, enthusiastically in a proactive forward-thinking manner. Using organisational, managing, and prioritising skills is essential.

You should have excellent communication skills as you will be required to deal with mortgage advisers, protection advisers and clients.

You should have advanced phone etiquette and diary management. Be service driven with strong interpersonal skills and have the ability to build rapport and engage clients effectively.
You should be able to work well under pressure using your own initiative, on your own as well as part of a team.

Qualifications
1 year’s minimum experience in a client/customer services position.
Good working knowledge of Microsoft Office and associated software

Description
The ideal candidate will have experience in customer service roles, ideally within the mortgage and/or protection industry. Educating and guiding the clients through the protection process. Communicating with existing and new clients setting up appointments with the specialist services team.

Reporting directly to Client Services Manager.

Key Tasks and Responsibilities
Finplan/Bluecoat reviewed and kept up to date tracking and monitoring each stage of the appointment booking process.
Liaise with clients, mortgage brokers and protection advisers ensuring all clients are contacted in the necessary time frame.
Organising diaries, speaking to the clients to arrange meetings, setting up the diary entry and following with up when needed.
Providing personalised responses to clients via phone and over email.
Be able to work at an efficient level of productivity including, call numbers and appointment booking that are required and set out by management.

Salary £25,642 – Living Wage Foundation – Pro Rata

To apply send CV and cover letter to isabelle.ingram@ccameron.co.uk